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GitHub Copilot

50 million users stated on the July 2026 call. Usage-based billing began in June 2026, and management says usage ran ahead of expectations.

MSFT market data

The numbers

GitHub Copilot users50 millionQ4 FY26 (stated on call) · source ↗

GitHub users (all products)225 millionQ4 FY26 (stated on call) · source ↗

GitHub Copilot revenue growth, quarter over quarteraccelerated by over 60%Q4 FY26 (stated on call, no dollar figure) · source ↗

What it is

AI coding assistant sold through GitHub, inside the Intelligent Cloud segment. Sold as seats for business and enterprise customers, with consumption billing added in 2026.↗ source

Why it matters to the stock. A fast-growing AI product that also reveals how Microsoft prices AI usage. Margin pressure from heavy usage is a watch item, since management said growing Copilot usage weighed on segment gross margin.

News

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